George R Roberts
CIK 1081715 · View on SEC EDGAR ↗
First SEC filing: July 14, 2010 · Latest: Feb. 13, 2023
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 7, 2025 | KKRS | S | 809,906 | $144.25 | $116,828,940 | 81,361,978 Indirect | -0.99% | Disposed | -88.8% (price as of 2026-08-21) |
| June 2, 2025 | KKRS | S | 1,190,094 | $119.80 | $142,573,261 | 82,171,884 Indirect | -1.43% | Disposed | -86.6% (price as of 2026-08-21) |
| Nov. 3, 2021 | KKRS | S | 4,667,166 | $82.25 | $383,874,404 | 0 Indirect | -100.00% | Disposed | -80.4% (price as of 2026-08-21) |
| March 22, 2004 | WTW | S | 2,980,615 | $37.03 | $110,372,173 | 8,717,790 Indirect | -25.48% | Disposed | 249.4% (price as of 2026-08-21) |
| Feb. 25, 2004 | WTW | S | 23,844,923 | $37.03 | $882,977,499 | 11,698,405 Indirect | -67.09% | Disposed | 249.4% (price as of 2026-08-21) |
| May 15, 2003 | WTW | S | 2,138,701 | $31.00 | $66,299,731 | 35,543,328 Indirect | -5.68% | Disposed | 317.4% (price as of 2026-08-21) |
| May 6, 2003 | WTW | S | 21,387,008 | $31.00 | $662,997,248 | 37,682,029 Indirect | -36.21% | Disposed | 317.4% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 31, 2022 | KKRS | KKR Holdings L.P. Units | Common Stock (249,426) | — | — | 249,426 | Disposed |
| May 31, 2022 | KKRS | KKR Holdings L.P. Units | Common Stock (1,010,000) | — | — | 1,010,000 | Disposed |
| May 31, 2022 | KKRS | KKR Holdings L.P. Units | Common Stock (79,553,563) | — | — | 79,553,563 | Disposed |
| May 27, 2022 | KKRS | KKR Holdings L.P. Units | Common Stock (535,184) | — | — | 535,184 | Acquired |
| May 16, 2018 | KKRS | KKR Holdings L.P. Units | Common Units (7,000,000) | — | — | 7,000,000 | Disposed |
| Nov. 2, 2017 | KKRS | KKR Holdings L.P. Units | Common Units (2,500,000) | — | — | 2,500,000 | Acquired |
| Nov. 16, 2012 | KKRS | KKR Holdings L.P. Units | Common Units [F3] | — | — | 99,990 | Disposed |
| Nov. 16, 2012 | KKRS | KKR Holdings L.P. Units | Common Units [F3] | — | — | 99,990 | Acquired |
| Nov. 14, 2011 | KKRS | KKR Holdings L.P. Units [F2] | Common Units [F2] | — | — | 999,900 | Disposed |
| May 12, 2004 | OI | Phantom Stock Unit | Common Stock (21,688) | — | May 12, 2004 | 21,688 | Disposed |
| April 1, 2004 | OI | Phantom Stock Unit | Common Stock (1,034) | — | — | 1,034 | Acquired |
| Feb. 14, 2004 | WTW | Phantom Units | Common Stock (271) | — | — | 271 | Acquired |
| Jan. 1, 2004 | OI | Phantom Stock Unit | Common Stock (1,472) | — | — | 1,472 | Acquired |
| Nov. 1, 2003 | WTW | Phantom Units | Common Stock (306) | — | — | 306 | Acquired |
| Oct. 1, 2003 | OI | Phantom Stock Unit | Common Stock (1,532) | — | — | 1,532 | Acquired |
| Aug. 1, 2003 | WTW | Phantom Units | Common Stock (337) | — | — | 337 | Acquired |
| May 2, 2003 | WTW | Phantom Units | Common Stock (323) | — | — | 323 | Acquired |
| March 31, 2003 | APH | Phantom Stock Units | Class A Common Stock (184) | — | — | 184 | Acquired |
| Feb. 14, 2003 | WTW | Phantom Units | Common Stock (377) | — | — | 377 | Acquired |
| Dec. 31, 2002 | APH | Phantom Stock Units | Class A Common Stock (197) | — | — | 197 | Acquired |
| Sept. 30, 2002 | APH | Phantom Stock Units | Class A Common Stock (242) | — | — | 242 | Acquired |
| June 30, 2002 | APH | Phantom Stock Units | Class A Common Stock (208) | — | — | 208 | Acquired |
| March 31, 2002 | APH | Phantom Stock Units | Class A Common Stock (160) | — | — | 160 | Acquired |
| Dec. 31, 2001 | APH | Phantom Stock Units | Class A Common Stock (156) | — | — | 156 | Acquired |
| Sept. 30, 2001 | APH | Phantom Stock Units | Class A Common Stock (216) | — | — | 216 | Acquired |
| June 30, 2001 | APH | Phantom Stock Units | Class A Common Stock (187) | — | — | 187 | Acquired |
| March 31, 2001 | APH | Phantom Stock Units | Class A Common Stock (238) | — | — | 238 | Acquired |
| Dec. 31, 2000 | APH | Phantom Stock Units | Class A Common Stock (191) | — | — | 191 | Acquired |
| Sept. 30, 2000 | APH | Phantom Stock Units | Class A Common Stock (132) | — | — | 132 | Acquired |
| June 30, 2000 | APH | Phantom Stock Units | Class A Common Stock (113) | — | — | 113 | Acquired |
| March 31, 2000 | APH | Phantom Stock Units | Class A Common Stock | — | — | 147 | Acquired |
| Dec. 31, 1999 | APH | Phantom Stock Units | Class A Common Stock | — | — | 225 | Acquired |
| Sept. 30, 1999 | APH | Phantom Stock Units | Class A Common Stock | — | — | 303 | Acquired |
| June 30, 1999 | APH | Phantom Stock Units | Class A Common Stock | — | — | 377 | Acquired |
| March 31, 1999 | APH | Phantom Stock Units | Class A Common Stock | — | — | 392 | Acquired |
| Dec. 31, 1998 | APH | Phantom Stock Units | Class A Common Stock | — | — | 497 | Acquired |
| Sept. 30, 1998 | APH | Phantom Stock Units | Class A Common Stock | — | — | 430 | Acquired |
| June 30, 1998 | APH | Phantom Stock Units | Class A Common Stock | — | — | 385 | Acquired |
| March 31, 1998 | APH | Phantom Stock Units | Class A Common Stock | — | — | 260 | Acquired |
| Dec. 31, 1997 | APH | Phantom Stock Units | Class A Common Stock | — | — | 269 | Acquired |
| Sept. 30, 1997 | APH | Phantom Stock Units | Class A Common Stock | — | — | 348 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 4 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 14, 2010 | KKRS | Common Units | 4,667,166 | Indirect |
| July 14, 2010 | KKRS | Common Units | 275,583 | Indirect |
| July 14, 2010 | KKRS | KKR Group Partnership Units→ Common Units (84,528,379) | 84,528,379 | Indirect |
| July 14, 2010 | KKRS | KKR Group Partnership Units→ Common Units (249,426) | 249,426 | Indirect |